With our Advisory Services, your portfolio will be developed and managed by seasoned financial professionals—freeing you to focus on other important things. Along with your advisor, the Northwestern Mutual Wealth Management Company investment team provides world-class expertise to help build your ideal portfolio.
We start with you and your priorities, then following our time-tested philosophy and disciplined process, find high-quality investment options to help you reach your goals, including ESG portfolios for those interested in investing alongside their values. Our long-term view also means we avoid reacting to the day's headlines to make smarter decisions designed to help drive value over time.
Your portfolio will be continually monitored to make sure it stays on track. And if your priorities change along the way, you'll have the flexibility to change direction.
How much do you know about investing and your finances??
Questions about investment advisory services? We've got answers.
A Northwestern Mutual advisor is your go-to financial expert. They'll help you make the right decisions so you can live the life you always wanted. They're specially trained and credentialed to provide financial planning advice, investment recommendations, and sell investments and other financial products that will help you reach your goals now, and down the road. Our advisors will always put your interests first, so every recommendation they make will be tailored to you and your needs, not theirs. Sound good? Get matched with an advisor today.
Anyone can benefit from expert financial advice—no matter where they're starting from. First, ask yourself if you're the type of investor who wants:
Ongoing investment guidance and advice as well as ongoing account monitoring
A financial professional to review your account and investments strategy annually (at least) to help stay on track with your goals as they evolve over time
A professionally constructed, well-diversified portfolio based on a time-tested philosophy and disciplined process
An expert financial advisor and advisory firm to use their discretion to trade securities in your portfolio as needed
An asset-based fee structure for ongoing advice and management of your account instead of paying by type or frequency of transaction to keep the focus on staying on track toward your goals
If any of the above sounds like it would be a good fit for you, we're ready to help you reach your goals. Get started by connecting to an advisor.
It will depend on which of our Advisory Services best fits your needs. Each one is specifically designed for those with more wealth or complex financial situations. Your Northwestern Mutual financial advisor will determine which program is right for your unique situation and amount of assets to be invested. Ready to start investing? Get matched with a financial advisor.
Our financial advisors are well trained and properly licensed. They’ll guide you through the investment process and tailor an investment strategy based on your goals, your level of risk tolerance, and how long you want to stay invested. They also hold themselves to a fiduciary standard when managing your account, meaning they’ll put your best interests ahead of their own. It’s the way we’ve treated our clients for over 164 years and will continue to do so. For details about individual advisors at Northwestern Mutual, go to FINRABrokerCheck®. Or you can always get matched with an advisor to talk about your goals.
Because of the ongoing advice and services your financial advisor will give you (always with your best interests in mind), you'll pay a quarterly fee based on the value of the assets in your account. Want to talk with an advisor about your goals? Get matched.
Get matched with a financial advisor in four easy steps.
Expert insights for wealth management advisory services
Our financial advisors have the ongoing support of our Wealth Management Investment Team which includes CFA® Charterholders and experts who are frequently featured in major national media outlets. This experienced investment team provides thought leadership to our advisors and makes investment recommendations based on our proven investment philosophy rooted in smart, strategic decisions that focus on the long-term.
We're one of the top U.S. Independent Investment Broker-Dealers.1
4.9M+ clients at Northwestern Mutual
The number of people we're proud to call clients, and who put their trust in us
164+ years strong through depressions, downturns, pandemics, and two world wars
The number of years we've been there for our clients—through depressions, downturns, pandemics, and two world wars
Investment advisory services: a key to a smart financial plan
Our focus on long-term investment strategies will help give you the confidence to be disciplined through market fluctuations, knowing that the growth, protection, and management of your wealth won't be left to chance.
Through your Northwestern Mutual financial advisor, you'll also have access to more financial options, including investments for growth, insurance for protection, and annuities for more flexibility in retirement. Each is designed to reinforce the other so your personalized plan can work its hardest for you.